Q&A: Don’t Waste Your Inheritance! Here’s How

Afford Anything

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#524: Mark and his partner will soon inherit an IRA worth over a quarter million dollars. With today’s elevated interest rates, would throwing it all at a primary residence be the smartest play?

An anonymous caller and his girlfriend are musicians who dream of building a home with a monetizable recording studio. How do they untangle personal wants from business needs?

Will feels stumped about the options in his defined benefit pension plan. When should he choose a guaranteed annuity over a lump sum payment?

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

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